Methodology
March 7, 2023 Update We keep our strategy focused on the more defensive assets. As J. Powell confirmed, the positive economic data suggests that interest rates may go higher, in a fast pace and also for a longer period. With the new data we are analyzing to begin to add different sectors in the next weeks that will be adding high value on the longer run. Also we are considering to start selecting some assets from the growth sector in the second half of the fiscal year, as when we see the peak of interest rates, the following years would have a fast decrease on interest rates that will benefit the growth sector. $SPX500 $NSDQ100 $DJ30
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